Who can use this feature?
Add a task
1. Open New Task: Navigate to the Tasks screen and select + New Task.
2. Add Task Details: In the Add Task window, the following information can then be entered:
- Client (optional): Specify which client the task is related to.
- Task Name: Summarize what needs to be done.
- Due Date: Choose a due date for the task.
- Who’s Responsible: Assign the task. Tasks can be assigned to one or more staff members.
- Details (optional): Provide a description for the task, be as detailed as you wish.
3. Save Task: Select Save Task to complete the action.
All mandatory fields, including Task Name, Due Date, and Who’s Responsible, must be entered before a task can be saved.
Assign a task to another service provider
1. Open New Task: Navigate to the Tasks screen and select + New Task.
2. Designate the Service Provider: In the Add Task window, select the receiving service provider from the drop-down menu.
- By default, the Caseworker Responsible field will display as Unassigned.
- If no caseworker is assigned, a notification will appear on the receiving service provider’s Tasks screen to highlight the unassigned task.
3. Complete Mandatory Fields: Fill out all required fields, including:
- Due Date
- Task Name
- Service Provider
- Who’s Responsible (leave as Unassigned if a specific caseworker is not required)
Edit a task
1. Open Task: Navigate to the Tasks screen, select the 3-dots icon and choose Edit.
2. Edit Task: Make your desired edits and select Save Task.
Reschedule a task
1. Go to Tasks: Navigate to the Tasks screen, select the 3-dots icon and choose Postpone.
2. Postpone Task: Choose one of the Postpone options and select Update.
Postpone options include:
- One Week: Reschedules the task one week past the original due date.
- Two Weeks: Reschedules the task two weeks past the original due date.
- Three Weeks: Reschedules the task three weeks past the original due date.
- Four Weeks: Reschedules the task four weeks past the original due date.
- Custom Date: Allows you to specify a new due date.
Reassign a task
1. Go to Tasks: Navigate to the Tasks screen, select the 3-dots icon and choose Reassign.
2. Edit Assignee(s): You can remove the existing staff and add a new staff member or leave the existing assignment and add another staff member. Select Update to complete the action.
Delete a task
1. Go to Tasks: Navigate to the Tasks screen, select the 3-dots icon and choose Delete.
2. Delete Task: Select Delete Task to complete the action.
